Projects & Hourly billing

This section covers everything related to setting up fixed-fee projects, ongoing hourly billing, and the rate cards that define pricing.
Use this page as the parent index for all project and rate schedule configuration topics.

Articles in this section

• Add a project (fixed-fee work)
• Set up a Rate Schedule (and why “Rate Schedules” matter)
• Create or choose a rate card

Overview

Projects and Rate Schedules are the foundation of how work is billed in the system:

• Projects are one-off deliverables billed on completion.
• Rate Schedules define monthly recurring billing arrangements.
• Rate cards determine pricing for each rate schedule.

Use these articles to learn how to configure and maintain accurate billing structures.